Technology and Emerging Growth Services

Sales tax compliance is one of the fastest-changing obligations facing technology companies today. Whether you’re an e-commerce brand selling across state lines, or a SaaS company navigating whether your software is taxable in a given jurisdiction, the rules are different everywhere and they keep changing. Economic nexus thresholds, product taxability determinations, and evolving state and local tax (SALT) laws create real exposure for companies that aren’t staying current. Withum’s SALT specialists work proactively with technology companies at every stage to identify tax savings opportunities, minimize audit risk, and keep you compliant across all jurisdictions as you scale.

Investors, enterprise customers, and acquirers all expect clean financials, and the bar keeps rising as you grow. As an accounting firm specializing in technology companies, Withum brings sector-specific expertise to every audit engagement. We understand the nuances of software revenue recognition under ASC 606, stock-based compensation accounting, and the reporting standards that come with scaling a venture-backed or pre-IPO business. Whether you’re completing your first external audit or building the financial infrastructure for a public offering, our team helps you get there with confidence.

Most technology companies are already doing qualifying R&D work and leaving significant money on the table by not capturing the credit. Whether your team is building software, training machine learning models, developing new hardware, or testing novel processes, a portion of those costs may qualify as R&D. The R&D tax credit can substantially reduce your federal and state tax liability, and for early-stage startups, it can even be applied against payroll taxes before the company is profitable. Withum’s R&D tax credit specialists help technology companies identify qualifying activities, build the documentation that survives an audit, and maximize credit capture year over year.

Enterprise customers, fintech partners, and sponsor banks routinely require a SOC 2 report before they will sign a contract. For SaaS companies and fintech platforms, SOC 2 compliance has become a baseline expectation, not a differentiator. Many technology companies come to Withum after failing a first-time audit because their internal controls were not documented or tested before the engagement began. Withum’s SOC Services Team helps tech companies get audit-ready, understand exactly what assessors are evaluating, and produce a Type I or Type II report that holds up under scrutiny and satisfies enterprise procurement requirements.

Whether you’re raising a growth equity round, preparing your company for acquisition, or evaluating a strategic purchase, the financial and tax side of a deal requires advisors who understand how technology companies are structured and valued. Withum’s transaction advisory services for technology companies include buy-side and sell-side due diligence, quality of earnings analysis, tax structuring, and M&A integration support. We work with tech founders and leadership teams at every stage, from first institutional raise through a full exit, and we know what acquirers and investors look for when they open the books.